Protecting Estates.
Protecting Legacies.

Video conferencing, phone calls and estate planning

In recent months, a lot of Americans are spending a considerable amount of time at home. Moreover, there are many reasons why people do not leave their homes or prefer to handle legal issues related to estate planning from their home, whether they have an anxiety disorder, a very demanding schedule or simply prefer the convenience of handling these affairs from home.

If you are thinking about creating an estate plan or making revisions to your estate plan through video conferencing or phone calls, it is important to ensure that you cover every base.

The benefits of handling these matters remotely

For starters, those who deal with estate planning issues from home have the ability to stay safe and work through these issues in a more comfortable environment. This often helps reduce stress and enables people to find the right solution in a more timely manner. Someone who has a very demanding job often has difficulty in making it to a legal professional’s office at a certain time, but this technology allows them to take care of their estate planning concerns from anywhere, including their own office.

Preparation is essential

Regardless of whether one meets a legal professional in person or handles these affairs over the phone or via videoconferencing software, preparation is paramount. It is crucial to have a comprehensive list of questions and areas of concern, as well as a thorough understanding of one’s estate and different facets of their situation (such as prospective beneficiaries). Spend more time on our blog if you would like to read about other issues related to creating an estate plan.

FindLaw Network